Career outlook for banking customer service adviser
UK Salary Ranges
Currently employed in Scotland
What's it like?
You would be the first person that a customer would speak to at a bank, building society or credit union.
Either in a high street branch or on the phone, you’d help people with their money and explain which of the bank’s products would be most useful to them.
- Handle cheque, cash and direct debit payments and withdrawals
- Set up and look after customers’ accounts
- Deal with customer enquiries
- Sell financial products and services (if you have approval to do this)
- Use a computer system to update account details
- Do general administration, maintain records, open post and send letters to customers
- Use tills for UK and foreign currency
- Help customers with loan and mortgage applications
With experience, you could deal with complex enquiries and supervise a team.
You could also work in a contact centre dealing with account holders over the phone or by email.
Discretion would be important as you would deal with customers’ personal and sensitive information. You’d also need to be confident to sell financial products to customers.
UK employment status
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Here are some of the skills needed for this job. Sign in to see how your skills match up.
- Building relationships
- Verbal communication
- Working with numbers
- Attention to detail
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